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Conservatorship

Conservatorship Services: Supporting Families Through Life’s Toughest Moments

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When a loved one can no longer manage their personal or financial affairs, establishing a conservatorship may become necessary. At Elite Document Solutions, we provide compassionate guidance and expert document preparation to help you through this legal process with clarity and confidence.

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We assist with the preparation of all required court forms and supporting documents, ensuring accuracy and compliance every step of the way. Whether you're seeking conservatorship of the person, the estate, or both, our goal is to make the process as smooth and stress-free as possible.

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Let us help you protect those who matter most—so you can focus on providing care, not getting lost in paperwork.

Conservatorship Services: Affordable, Transparent, and Compassionate Support

 

Navigating a conservatorship can feel overwhelming—especially when you're already concerned about the well-being of a loved one. At Elite Document Solutions, we offer a cost-effective alternative to hiring an attorney, while ensuring you receive the guidance and document support you need to move through the process with clarity and confidence.

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Why Choose Us Over an Attorney?

Hiring an attorney for a conservatorship often starts at $5,000–$7,500 or more, depending on complexity. Our flat-rate service is designed for families who need help preparing court-required documents without the high cost of legal representation.

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​​When Should You Seek an Attorney?

While our services are ideal for uncontested cases, there are situations where attorney involvement may be necessary:

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  • Contested Conservatorships: If there is family conflict or someone objects to the appointment.

  • Urgent Medical or Emergency Situations: Cases requiring immediate court intervention.

  • Complex Financial Matters: If significant assets, trusts, or income management are involved.

 

We’re happy to help you assess whether a conservatorship is the right legal path—and whether attorney representation is required for your specific case.

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​Our goal is to make this process more manageable during a difficult time—by offering clear communication, professional document preparation, and peace of mind.​

General Conservatorship

For individuals seeking to establish conservatorship of the person, estate, or both.

Flat Rate: $3,500 – Full Service, Including Court Filing Support

Includes:
✔️ Petition for Appointment of Probate Conservator
✔️ Confidential Supplemental Information Form
✔️ Notice of Hearing & Proof of Service Guidance
✔️ Duties of Conservator and Acknowledgment
✔️ Letters of Conservatorship
✔️ Assistance Preparing Capacity Declaration (if required)
✔️ Coordination of Supporting Documents

Payment Plan Available: Ask about our flexible payment options.

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Conservatorship & Special Needs Trust Package

Protect Your Loved One’s Care and Benefits—All in One Package
Flat Rate: $3,500 (Save $500 when bundled)
Flexible Payment Plans Available

Families caring for a loved one with disabilities often need both legal authority to make decisions and a trust to protect vital government benefits. This comprehensive package provides both.

What's Included:

Conservatorship Services

  • Petition for Appointment of Probate Conservator

  • Confidential Supplemental Information

  • Notice of Hearing & Proof of Service Guidance

  • Capacity Declaration Coordination (if needed)

  • Letters of Conservatorship

  • Duties of Conservator & Acknowledgment

  • Court Filing Support and Timeline Coordination

Special Needs Trust Services

  • Customized Third-Party or First-Party SNT

  • Language compliant with SSI/Medi-Cal regulations

  • Trustee instructions and future distribution planning

  • Pour-Over Will (if applicable)

  • Up to 2 rounds of revisions

Additional Support:

  • Step-by-step guidance throughout both processes

  • Coordination between court filings and trust execution

  • Ongoing communication to ensure documents align properly

  • Optional Rush Services Available

Not Included (but support provided):

  • Court Filing Fees (we can assist with fee waiver if needed)

  • Process Server or Courier Fees

Who This Is For:

  • Parents of a child with disabilities turning 18

  • Adult children caring for aging parents

  • Guardians managing both care and long-term financial planning

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Additional Fees to Consider:

  • Court Filing Fees: Vary by county and are not included in our pricing. We can help you apply for a fee waiver if eligible.

  • Process Server Fees: For delivering required notices.

  • Courier Fees: If you need expedited court filing or delivery services.

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Affordable Conservatorship Solutions at Your Fingertips

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At Elite Document Solutions, we simplify the conservatorship process with compassionate support and transparent pricing. Ready to take the next step in protecting your loved one?

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